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Annuities in Financial Planning

As investments, annuities have several unique properties that make them very versatile in addressing a number of financial and investment planning needs. Where an annuity might never have been a consideration by a particular investor, it may, in fact, provide the only real solution once his needs, objectives, priorities and risk tolerance are established. This is why investment decisions should always be based on an overall assessment of your financial profile that includes your tax situation, family needs, accumulation needs, tolerance for risk, and your investment preferences.

Investment Planning for an Uncertain World

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world. Whether it’s strife in the Middle East, tensions with Russia, or the ever-shifting balance of power between global powers, this much seems obvious: we live in a time of both unprecedented global complexity and the technological capability to watch events unfold in real time.

Managing Liabilities with a Smart Insurance Plan

For anyone trying to protect a lifetime of savings while providing for an uncertain future these are probably familiar terms. The notion of needing protection from the impact of a car accident or a fire at home is something most of us learn with the purchase of our first vehicle and house. We tend to become better acquainted with life insurance with marriages, the arrival of children, or estate planning. Over time comes the acknowledgement that sometimes people become sick and need extra care that can rapidly deplete assets, leading to a desire for education on disability and long term care coverages.

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Phone

(973) 316-1212

Fax

(973) 316-0020

Address

210 Malapardis Road, Suite 201
Cedar Knolls, New Jersey 07927

Contact

210 Malapardis Road, Suite 201
Cedar Knolls, New Jersey 07927
Phone: (973) 316-1212
Fax: (973) 316-0020

Copyright © 2020 Aljen Asset Management, LLC. All rights reserved.

Aljen Asset Management, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Aljen Asset Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Aljen Asset Management, LLC, a registered investment advisory firm in the state of New Jersey.

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